The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
ADVANCED MICRO DEVICES INC | COM | 007903107 | 20,520 | 261,400 | SH | SOLE | 261,400 | 0 | 0 | ||
AIRBNB INC | COM CL A | 009066101 | 3,727 | 19,829 | SH | SOLE | 19,829 | 0 | 0 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 66,831 | 294,759 | SH | SOLE | 294,759 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 47,850 | 15,465 | SH | SOLE | 15,465 | 0 | 0 | ||
BAIDU INC | SPON ADR REP A | 056752108 | 69,479 | 319,371 | SH | SOLE | 319,371 | 0 | 0 | ||
BILL COM HLDGS INC | COM | 090043100 | 20,705 | 142,300 | SH | SOLE | 142,300 | 0 | 0 | ||
C3 AI INC | CL A | 12468P104 | 2,502 | 37,955 | SH | SOLE | 37,955 | 0 | 0 | ||
DATADOG INC | CL A COM | 23804L103 | 35,519 | 426,197 | SH | SOLE | 426,197 | 0 | 0 | ||
DISNEY WALT CO | COM | 254687106 | 57,675 | 312,566 | SH | SOLE | 312,566 | 0 | 0 | ||
DOCUSIGN INC | COM | 256163106 | 19,253 | 95,100 | SH | SOLE | 95,100 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 34,931 | 118,600 | SH | SOLE | 118,600 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 29,858 | 126,640 | SH | SOLE | 126,640 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 16,896 | 32,389 | SH | SOLE | 32,389 | 0 | 0 | ||
ATLASSIAN CORP PLC | CL A | G06242104 | 28,439 | 134,935 | SH | SOLE | 134,935 | 0 | 0 | ||
NEW ORIENTAL ED & TECHNOLOGY | SPON ADR | 647581107 | 4,032 | 288,000 | SH | SOLE | 288,000 | 0 | 0 | ||
ROBLOX CORP | CL A | 771049103 | 46,567 | 718,300 | SH | SOLE | 718,300 | 0 | 0 | ||
WARNER MUSIC GROUP CORP | COM CL A | 934550203 | 23,571 | 686,595 | SH | SOLE | 686,595 | 0 | 0 | ||
NVIDIA CORPORATION | COM | 67066G104 | 13,829 | 25,900 | SH | SOLE | 25,900 | 0 | 0 | ||
OKTA INC | CL A | 679295105 | 13,005 | 59,000 | SH | SOLE | 59,000 | 0 | 0 | ||
PAGERDUTY INC | COM | 69553P100 | 2,868 | 71,300 | SH | SOLE | 71,300 | 0 | 0 | ||
PAYPAL HLDGS INC | COM | 70450Y103 | 10,588 | 43,600 | SH | SOLE | 43,600 | 0 | 0 | ||
SALESFORCE COM INC | COM | 79466L302 | 37,942 | 179,082 | SH | SOLE | 179,082 | 0 | 0 | ||
SERVICENOW INC | COM | 81762P102 | 31,722 | 63,431 | SH | SOLE | 63,431 | 0 | 0 | ||
SITIME CORP | COM | 82982T106 | 7,829 | 79,400 | SH | SOLE | 79,400 | 0 | 0 | ||
SMARTSHEET INC | COM CL A | 83200N103 | 42,518 | 665,175 | SH | SOLE | 665,175 | 0 | 0 | ||
SNOWFLAKE INC | CL A | 833445109 | 19,293 | 84,146 | SH | SOLE | 84,146 | 0 | 0 | ||
STMICROELECTRONICS N V | NY REGISTRY | 861012102 | 7,371 | 192,300 | SH | SOLE | 192,300 | 0 | 0 | ||
UBER TECHNOLOGIES INC | COM | 90353T100 | 9,894 | 181,514 | SH | SOLE | 181,514 | 0 | 0 | ||
UNIVERSAL DISPLAY CORP | COM | 91347P105 | 35,160 | 148,500 | SH | SOLE | 148,500 | 0 | 0 | ||
VELODYNE LIDAR INC | COM | 92259F101 | 2,701 | 236,900 | SH | SOLE | 236,900 | 0 | 0 | ||
YELP INC | CL A | 985817105 | 11,959 | 306,634 | SH | SOLE | 306,634 | 0 | 0 |